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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Thornburg International Value R4 (THVRX): 1.16% expense ratio and 0.77% management fee. THVRX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With annual returns of 10.84% over the last five years, this fund is a winner.
AQR Equity Market Neutral I (QMNIX - Free Report) . Expense ratio: 1.3%. Management fee: 1.1%. QMNIX is a Market Neutral - Equity mutual fund. These portfolios usually hold 50% of their securities in a long position, as well as 50% in a short position. This fund has managed to produce a robust 18.16% over the last five years.
T. Rowe Price Capital Opportunity R (RRCOX) is an attractive large-cap allocation. RRCOX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. RRCOX has an expense ratio of 1.17%, management fee of 0.32%, and annual returns of 15.69% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Thornburg International Value R4 (THVRX): 1.16% expense ratio and 0.77% management fee. THVRX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With annual returns of 10.84% over the last five years, this fund is a winner.
AQR Equity Market Neutral I (QMNIX - Free Report) . Expense ratio: 1.3%. Management fee: 1.1%. QMNIX is a Market Neutral - Equity mutual fund. These portfolios usually hold 50% of their securities in a long position, as well as 50% in a short position. This fund has managed to produce a robust 18.16% over the last five years.
T. Rowe Price Capital Opportunity R (RRCOX) is an attractive large-cap allocation. RRCOX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. RRCOX has an expense ratio of 1.17%, management fee of 0.32%, and annual returns of 15.69% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.